Form 990 for tax year 2023
Filed by UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY.
Totals
- Total revenue
- $5,154,051
- Total expenses
- $5,722,224
- Contributions and grants received
- $4,807,283
- Grants paid
- $4,058,778
- Program service revenue
- $21,166
- Investment income
- $303,489
- Other revenue
- $22,113
- Total assets, end of year
- $11,517,918
- Total liabilities, end of year
- $3,761,348
- Net assets or fund balances, end of year
- $7,756,570
- Program services expenses (Part IX)
- $4,736,764
- Management and general expenses
- $447,530
- Fundraising expenses
- $537,930
- Program service expenses (Part III)
- $4,736,764
Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$4,613,483
-
1f · All other contributions, gifts and grants
$193,800
-
1g · Noncash contributions included above
$172,534
-
2a · Program service revenue: WORKSHOP INCOME
total $6,275 · related or exempt $6,275
-
2b · Program service revenue: ADMINISTRATIVE FEES
total $6,255 · related or exempt $6,255
-
2c · Program service revenue: LEC INCOME
total $5,202 · related or exempt $5,202
-
2d · Program service revenue: PEER CLASS INCOME
total $2,640 · related or exempt $2,640
-
2e · Program service revenue: ADMINISTRATIVE FEES
total $794 · related or exempt $794
-
3 · Investment income
total $211,723 · excluded $211,723
-
7a · Gross sales of assets other than inventory
securities $590,492
-
7b · Less cost or other basis and sales expenses
securities $498,726
-
7c · Gain or loss
securities $91,766
-
7d · Net gain or loss
total $91,766 · excluded $91,766
-
8a · Fundraising events: gross income
$7,284
-
8c · Net income from fundraising events
total $7,284 · excluded $7,284
-
11a · Other revenue: INSURANCE REIMBURSEMENT
total $14,829 · excluded $14,829
-
11e · Other revenue, total
$14,829
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,058,778 · program services $4,058,778
-
5 · Compensation of officers, directors and key employees
total $283,223 · program services $105,570 · management and general $89,584 · fundraising $88,069
-
7 · Other salaries and wages
total $600,467 · program services $237,499 · management and general $184,603 · fundraising $178,365
-
8 · Pension plan contributions
total $26,649 · program services $12,304 · management and general $8,863 · fundraising $5,482
-
9 · Other employee benefits
total $76,785 · program services $34,520 · management and general $17,082 · fundraising $25,183
-
10 · Payroll taxes
total $61,825 · program services $25,534 · management and general $18,563 · fundraising $17,728
-
11c · Fees: accounting
total $17,750 · program services $7,297 · management and general $4,276 · fundraising $6,177
-
11f · Fees: investment management
total $21,497 · program services $8,837 · management and general $5,179 · fundraising $7,481
-
13 · Office expenses
total $28,568 · program services $5,235 · management and general $3,873 · fundraising $19,460
-
14 · Information technology
total $19,567 · program services $7,533 · management and general $4,415 · fundraising $7,619
-
16 · Occupancy
total $118,332 · program services $48,881 · management and general $27,125 · fundraising $42,326
-
17 · Travel
total $2,199 · program services $1,226 · management and general $292 · fundraising $681
-
19 · Conferences, conventions and meetings
total $5,598 · program services $1,225 · management and general $3,335 · fundraising $1,038
-
21 · Payments to affiliates
total $76,707 · program services $31,534 · management and general $18,479 · fundraising $26,694
-
22 · Depreciation, depletion and amortization
total $30,051 · program services $12,354 · management and general $7,239 · fundraising $10,458
-
23 · Insurance
total $11,883 · program services $4,646 · management and general $3,331 · fundraising $3,906
-
24a · Other expenses: GRANT EXPENSE
total $119,951 · program services $119,951
-
24b · Other expenses: EVENTS SPONSORSHIPS
total $40,885 · fundraising $40,885
-
24c · Other expenses: ENDOWMENT FEE
total $32,479 · management and general $32,479
-
24d · Other expenses: CAMPAIGN & PUBLIC RELATIO
total $22,359 · fundraising $22,359
-
24e · All other expenses
total $66,671 · program services $13,840 · management and general $18,812 · fundraising $34,019
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $893,319 · end of year $855,093
-
2 · Savings and temporary cash investments
beginning of year $1,716,905 · end of year $1,898,934
-
3 · Pledges and grants receivable
beginning of year $3,365,161 · end of year $2,774,539
-
4 · Accounts receivable
beginning of year $21,178 · end of year $27,290
-
9 · Prepaid expenses and deferred charges
beginning of year $6,243 · end of year $22,358
-
10a · Land, buildings and equipment: cost or other basis
$871,109
-
10b · Land, buildings and equipment: accumulated depreciation
$349,519
-
10c · Land, buildings and equipment, net
beginning of year $558,921 · end of year $521,590
-
11 · Investments: publicly traded securities
beginning of year $2,933,270 · end of year $3,127,966
-
15 · Other assets
beginning of year $2,081,739 · end of year $2,290,148
-
17 · Accounts payable and accrued expenses
beginning of year $120,320 · end of year $163,892
-
18 · Grants payable
beginning of year $3,594,990 · end of year $3,592,355
-
19 · Deferred revenue
end of year $5,101
-
27 · Net assets without donor restrictions
beginning of year $2,069,876 · end of year $2,354,200
-
28 · Net assets with donor restrictions
beginning of year $5,791,550 · end of year $5,402,370
Mission and programs · 2023
Mission
MISSION- MOBILIZING OUR COMMUNITY TO IMPROVE LIVES. VISION- UNITED WAY WILL ADD VALUE TO THE GREATER LAFAYETTE COMMUNITY BY ENABLING PEOPLE TO HELP ONE ANOTHER. IT WILL PROVIDE LEADERSHIP IN DEFINING COMMUNITY NEEDS AND IN COORDINATING RESOURCES TO ADDRESS COMMUNITY ISSUES. OUR GOAL- EVERY PERSON SUCCEEDING IN GREATER LAFAYETTE THE UNITED WAY OF GREATER LAFAYETTE LEADS THE COMMUNITY TO EMPOWER EVERY PERSON TO DISCOVER AND PURSUE THEIR PATH TO SUCCESS. WE DO THIS BY ALIGNING RESOURCES ALONG THE CRADLE TO CAREER COMMITMENT. WE BRING PEOPLE, ORGANIZATIONS AND COMMUNITY RESOURCES TOGETHER TO DELIVER RESULTS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. THROUGH THE CRADLE TO CAREER COMMITMENT, WE WANT TO ENSURE THAT QUALITY PRE-NATAL CARE IS AVAILABLE TO EXPECTING MOTHERS, THAT CHILDREN RECEIVE QUALITY EARLY LEARNING (INCLUDING PRESCHOOL AND PRE-K) OPPORTUNITIES AND THAT THEY ARE PREPARED TO START SCHOOL. ONCE IN SCHOOL WE WANT CHILDREN TO MEET 3RD GRADE READING GOALS, MAKE SU
-
UNITED WAY OF GREATER LAFAYETTE'S COMMUNITY INVESTMENTS SEEK TO ALIGN OUR RESOURCES WITH THE STRATEGIC GOALS OF OUR CRADLE TO CAREER COMMITMENT AND BASIC NEEDS SERVICES. COMMITTEES OF COMMITTED VOLUNTEERS VISIT AND REVIEW EACH OF OUR PARTNER ORGANIZATIONS TO ENSURE THAT DONATIONS ARE BEING USED IN THE MOST EFFECTIVE WAY. THE FOLLOWING FUNDING GUIDELINES HAVE BEEN ESTABLISHED BY THE BOARD OF DIRECTORS. 1.)DOES THE PROGRAM ALIGN WITH STRATEGIC GOALS? 2.)DOES THE PROGRAM PROVIDE MEASURABLE OUTCOMES? 3.)DOES THE PROGRAM COLLABORATE WITH OTHER ORGANIZATIONS? 4.)DOES THE PROGRAM AVOID DUPLICATION OF SERVICES? 5.)IS THE AGENCY FINANCIALLY SOUND AND MAINTAINING APPROPRIATE CONTROLS?
Expenses $4,058,778 · Grants $4,058,778
-
THE UNITED WAY OF GREATER LAFAYETTE PROVIDES A VOLUNTEER CENTER PROGRAM THAT SEEKS TO BUILD AND STRENGTHEN OUR COMMUNITY BY PROMOTING AND DEVELOPING VOLUNTEERISM THROUGH AWARENESS AMONG AREA RESIDENTS OF SOCIAL NEEDS IN THE GREATER LAFAYETTE COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE RECRUITMENT OF VOLUNTEERS TO WORK WITH SOCIAL SERVICE AGENCIES TO DEVELOP AND MAINTAIN QUALITY PROGRAMS. OUR GOAL IS TO PULL ALL AVAILABLE RESOURCES TOGETHER FOR THE GREATER GOOD OF OUR COMMUNITY.
Expenses $12,977
-
THE LABOR LIAISON PROVIDES A CONNECTION POINT FOR UNITED WAY OF GREATER LAFAYETTE AND UNION MEMBERS ACROSS THE VARIOUS INDUSTRIES IN TIPPECANOE COUNTY. UNITED WAY SUPPORTS THE PEER UNION COUNSELING PROGRAM, WHICH TRAINS INDIVIDUALS AND UNION MEMBERS ABOUT AVAILABLE RESOURCES IN THE COMMUNITY TO HELP THEM BE A RESOURCE FOR OTHER EMPLOYEES AND RESIDENCE OF THE COMMUNITY WHO ARE IN NEED OF SERVICES.
Expenses $107,902
-
SEE MISSION STATEMENT
Expenses $557,107 · Revenue $21,166
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David BatheDAVID BATHE
CEO
- Total calculated
- $152,153
- From this org
- $136,525
- From related orgs
- $0
- Other
- $15,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,525
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,670
- Nontaxable benefits
- $6,958
- Filer's total
- $152,153
-
Jennifer MillionJENNIFER MILLION
COO
- Total calculated
- $131,070
- From this org
- $102,656
- From related orgs
- $0
- Other
- $28,414
- Hours/week
- 40
-
Corey BassettCOREY BASSETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron BauteAARON BAUTE
2ND VICE PRE
- Total calculated
- $0
- Hours/week
- 1
-
Larry BeddowLARRY BEDDOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kayla BretneyKAYLA BRETNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy BrinkerKATHY BRINKER
DIRECTOR LEF
- Total calculated
- $0
- Hours/week
- 1
-
Jacque ChosnekJACQUE CHOSNEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kari CrosierKARI CROSIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wendy CumminsWENDY CUMMINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie DenhamLESLIE DENHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Abigail DienerABIGAIL DIENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura DowneyLAURA DOWNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie EarnstLAURIE EARNST
DIRECTOR NON
- Total calculated
- $0
- Hours/week
- 1
-
Heather FrancisHEATHER FRANCIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
John GatesJOHN GATES
DIRECTOR LEF
- Total calculated
- $0
- Hours/week
- 1
-
Joe HowarthJOE HOWARTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle HunleyMICHELLE HUNLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristopher KesslerKRISTOPHER KESSLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin LetcherKEVIN LETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James MelvinJAMES MELVIN
DIRECTOR LEF
- Total calculated
- $0
- Hours/week
- 1
-
Tom MurtaughTOM MURTAUGH
1ST VICE PRE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick NyczPATRICK NYCZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica RebmannJESSICA REBMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Isaac RiveraISAAC RIVERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Evelyn RoyerEVELYN ROYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth SearleELIZABETH SEARLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas SorsTHOMAS SORS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debra SpesardDEBRA SPESARD
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
Terry StevickTERRY STEVICK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Scott WalkerSCOTT WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary YoderGARY YODER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beann YounkerBEANN YOUNKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff ZehJEFF ZEH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$500,000
ALLOCATIONS
-
$347,000
ALLOCATIONS
-
$312,626
ALLOCATIONS
-
WILLOWSTONE FAMILY SERVICES INC
$282,560
ALLOCATIONS
-
$223,250
ALLOCATIONS
-
$206,055
ALLOCATIONS
-
$202,032
ALLOCATIONS
-
$186,035
ALLOCATIONS
-
$153,473
ALLOCATIONS
-
$140,418
ALLOCATIONS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 June 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431939349300903
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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